See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,282 | $93,571+154.7% | $135,903+75.3% | $75,163+217.0% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 14.85% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $13,513 | $3,537+282.1% | $4,856+178.3% | $2,670+406.2% |
| Participant deferral / active EE | $12,463 | $6,404+94.6% | $7,758+60.6% | $4,125+202.1% |
| Admin fee / account holder | $4,338 | $6,975-37.8% | $10,762-59.7% | $5,651-23.2% |